Hi James, yes PM's are a good play (especially now). This is traditionally a strong period leading into christmas (jewelry, etc.). Having said that, last year we had a very nice run into the end of the year, but PM's dumped hard after the new year. Whether or not we get the same effect is yet to be determined, but worth keeping in mind however one may be playing this sector (ST trade or LT and just looking for a place to add to positions).